Case batch processing method, device and equipment, medium and product
Through preset case import templates and automated processing processes, the problem of low efficiency in large-scale case information import/entry in the insurance industry is solved, and more efficient case information processing is achieved.
Patent Information
- Application Number
- CN202411612567.4
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2024-11-12
- Publication Date
- 2025-02-18
AI Technical Summary
In the insurance industry, the processing efficiency of large-scale import/entering case information is low, mainly due to manual processing, which is not high.
Through the preset case import template, obtain case information of multiple cases in the target project to be imported, and import it into the template to generate information to be reviewed. After the user review is approved, a target claim case will be generated.
It improves the processing efficiency of large-scale import/entering case information, and is more efficient than manual processing methods.
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Figure CN119476243A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the field of financial technology, and in particular to a method, device, equipment, medium and product for batch processing of cases. Background Art
[0002] In the financial field, such as the insurance industry, for group policies with homogeneous premiums and clear responsibilities, dispersed insurance claims and concentrated claims cases, it is generally necessary to import / enter a large amount of case information.
[0003] Currently, for large-scale importing / entering of case information, since case processing in the insurance industry is generally done manually, there is a technical problem of low importing / entering efficiency.
[0004] Therefore, the processing efficiency of the above-mentioned large-scale import / input of case information needs to be further optimized. Summary of the invention
[0005] The present application provides a case batch processing method, device, equipment, medium and product to solve the problem that the processing efficiency of large-scale import / input of case information needs to be further optimized.
[0006] The first aspect of the present application provides a case batch processing method, comprising:
[0007] Obtain case information of multiple cases in the target project to be imported; the cases are cases related to claims settlement;
[0008] Determine a corresponding preset case import template according to the target project;
[0009] Importing each case information into the preset case import template to generate the pending review information corresponding to the target project;
[0010] In response to receiving the user's approval information on the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
[0011] Furthermore, in the above method, the step of obtaining case information of multiple cases in the target project to be imported includes:
[0012] Receiving an import request sent by a user device or other claims-related electronic device; the import request includes a target project and case information of multiple cases in the target project;
[0013] Determine the case information of multiple cases in the import request; the case information includes at least one of the following: compensation amount, insurance clause, cause of accident, reporting time, compensation approval time, and case closing time.
[0014] Furthermore, in the above method, the step of determining the corresponding preset case import template according to the target project includes:
[0015] According to the project identifier corresponding to the target project, a preset case import template corresponding to the project identifier is searched from a preset database; the preset database stores a mapping relationship between the project identifier and the preset case import template.
[0016] Furthermore, in the method as described above, the preset case import template is an EXCEL table template;
[0017] The step of importing each case information into the preset case import template to generate the to-be-reviewed information corresponding to the target project includes:
[0018] Import the case information into the EXCEL table template to generate corresponding intermediate EXCEL table data;
[0019] Use the filling method to complete the incomplete data in the intermediate EXCEL table data;
[0020] Convert the data format of each column in the intermediate EXCEL table data to the same preset format;
[0021] Duplicate data in the intermediate EXCEL table data is marked to generate the information to be reviewed corresponding to the target project.
[0022] Furthermore, in the above method, in response to receiving the user's approval information of the information to be reviewed, generating a corresponding target claim case according to the information to be reviewed includes:
[0023] In response to receiving the information from the user that the information to be reviewed has passed the preliminary review, the information to be reviewed is displayed in a review-related interface;
[0024] In response to receiving the review approval information from the user on the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
[0025] Furthermore, the method as described above, before obtaining case information of multiple cases in the target project to be imported, further includes:
[0026] Receiving a project declaration request sent by a user device or other electronic device related to claims settlement; the project declaration request includes a project identifier of a target project and project declaration information; the project declaration information includes a project type and a type of insurance;
[0027] In response to receiving the application approval information of the user's project application request, the project identification and project application information of the target project are saved in a preset database.
[0028] Furthermore, the method as described above, in response to receiving the user's approval information of the information to be reviewed, after generating a corresponding target claim case according to the information to be reviewed, further includes:
[0029] The preset workflow engine is used to determine and execute the preset workflow instance corresponding to the target claim case.
[0030] A second aspect of the present application provides a case batch processing device, comprising:
[0031] An acquisition module is used to acquire case information of multiple cases in the target project to be imported; the cases are cases related to claims settlement;
[0032] A determination module, used to determine a corresponding preset case import template according to the target project;
[0033] An import module, used to import each case information into the preset case import template to generate the pending review information corresponding to the target project;
[0034] A generation module is used to generate a corresponding target claim case according to the information to be reviewed in response to receiving the user's review approval information for the information to be reviewed.
[0035] Furthermore, in the above device, the acquisition module is specifically used for:
[0036] Receive an import request sent by a user device or other claims-related electronic device; the import request includes a target project and case information of multiple cases in the target project; determine the case information of multiple cases in the import request; the case information includes at least one of the following: compensation amount, clause and insurance type, cause of accident, report time, claim approval time, and case closing time.
[0037] Further, in the above device, the determining module is specifically used for:
[0038] According to the project identifier corresponding to the target project, a preset case import template corresponding to the project identifier is searched from a preset database; the preset database stores a mapping relationship between the project identifier and the preset case import template.
[0039] Furthermore, in the above device, the preset case import template is an EXCEL table template;
[0040] The import module is specifically used for:
[0041] Import the case information into the EXCEL table template to generate corresponding intermediate EXCEL table data; use the filling method to complete the incomplete data in the intermediate EXCEL table data; convert the format of each column of data in the intermediate EXCEL table data to the same preset format; mark the duplicate data in the intermediate EXCEL table data to generate the information to be reviewed corresponding to the target project.
[0042] Furthermore, in the above device, the generating module is specifically used for:
[0043] In response to receiving the preliminary review approval information from the user for the information to be reviewed, the information to be reviewed is displayed in the review-related interface; in response to receiving the review approval information from the user for the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
[0044] Furthermore, the device as described above further comprises:
[0045] A declaration module is used to receive a project declaration request sent by a user device or other claims-related electronic device; the project declaration request includes a project identification and project declaration information of a target project; the project declaration information includes a project type and a type of insurance; in response to receiving declaration approval information of a user's project declaration request, the project identification and project declaration information of the target project are saved in a preset database.
[0046] Furthermore, the device as described above further comprises:
[0047] The execution module is used to use the preset workflow engine to determine and execute the preset workflow instance corresponding to the target claim case.
[0048] A third aspect of the present application provides an electronic device, including: a memory and a processor;
[0049] The memory stores computer-executable instructions;
[0050] The processor executes the computer-executable instructions stored in the memory to implement the case batch processing method as described in any one of the first aspects.
[0051] The fourth aspect of the present application provides a computer-readable storage medium, in which computer execution instructions are stored. When the computer execution instructions are executed by a processor, they are used to implement the case batch processing method described in any one of the first aspects.
[0052] The fifth aspect of the present application provides a computer program product, including a computer program, which, when executed by a processor, implements the case batch processing method described in any one of the first aspects.
[0053] The present application provides a method, device, equipment, medium and product for batch processing of cases, the method comprising: obtaining case information of multiple cases in a target project to be imported; the case is a claim-related case; determining a corresponding preset case import template according to the target project; importing each case information into the preset case import template to generate the information to be reviewed corresponding to the target project; in response to receiving the user's review pass information of the information to be reviewed, generating a corresponding target claim case according to the information to be reviewed. The case batch processing method of the present application is preset with a case import template. When the case information of multiple cases in the target project to be imported is obtained, the corresponding preset case import template is determined according to the target project, and each case information is imported into the preset case import template to generate the information to be reviewed corresponding to the target project. At the same time, the user reviews the information to be reviewed, and after the review is passed, the corresponding target claim case is generated according to the information to be reviewed. Compared with the manual processing method, the processing efficiency of large-scale import / entry of case information is improved. BRIEF DESCRIPTION OF THE DRAWINGS
[0054] The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the present application and, together with the description, serve to explain the principles of the present application.
[0055] Figure 1 A scenario diagram for implementing the case batch processing method of the embodiment of the present application;
[0056] Figure 2 A flowchart of a case batch processing method provided in an embodiment of the present application;
[0057] Figure 3 A flowchart of a case batch processing method provided in another embodiment of the present application;
[0058] Figure 4 A schematic diagram of the structure of the case batch processing device provided for this application;
[0059] Figure 5 A schematic diagram of the structure of the electronic device provided in this application.
[0060] The above drawings have shown clear embodiments of the present application, which will be described in more detail later. These drawings and text descriptions are not intended to limit the scope of the present application in any way, but to illustrate the concept of the present application to those skilled in the art by referring to specific embodiments. DETAILED DESCRIPTION
[0061] Exemplary embodiments will be described in detail herein, examples of which are shown in the accompanying drawings. When the following description refers to the drawings, the same numbers in different drawings represent the same or similar elements unless otherwise indicated. The implementations described in the following exemplary embodiments do not represent all implementations consistent with the present application. Instead, they are merely examples of devices and methods consistent with some aspects of the present application as detailed in the appended claims.
[0062] In the technical solution of this application, the collection, storage, use, processing, transmission, provision and disclosure of financial data or user data and other information involved are in compliance with the provisions of relevant laws and regulations and do not violate public order and good morals. It should be noted that in the embodiments of this application, some existing solutions in the industry such as certain software, components, models, etc. may be mentioned, and they should be considered as exemplary. Their purpose is only to illustrate the feasibility of the implementation of the technical solution of this application, but it does not mean that the applicant has or will necessarily use the solution.
[0063] It should be noted that the disclosed case batch processing method, device, equipment, medium and product can be used in the field of financial technology. It can also be used in any field other than the field of financial technology. The application field of the disclosed case batch processing method, device, equipment, medium and product is not limited.
[0064] The technical solution of the present application is described in detail with specific embodiments below. The following specific embodiments can be combined with each other, and the same or similar concepts or processes may not be repeated in some embodiments. The embodiments of the present application will be described below in conjunction with the accompanying drawings.
[0065] In order to clearly understand the technical solution of this application, the invention concept of this application is first introduced in detail. At present, in the financial field, such as the insurance industry, for the dispersed insurance and concentrated claims cases with homogeneous group policies with clear responsibilities and paid premiums, it is difficult to import / enter case information in large quantities. The reasons for the difficulties involve multiple levels such as systems, processes and management.
[0066] Among them, manual case import is an important aspect that affects the efficiency of import / entry. When manually entering cases, there are certain requirements for personnel experience and ability, and there has always been a problem of low efficiency for importing / entering case information in large quantities.
[0067] Therefore, the processing efficiency of the above-mentioned large-scale import / input of case information needs to be further optimized.
[0068] Therefore, in order to solve the problem that the processing efficiency of importing / entering case information in large quantities in the prior art needs to be further optimized, the inventors have discovered through research that, in order to solve this problem, a case import template corresponding to each project can be preset, and after obtaining the case information of multiple cases in the target project to be imported, the case information can be imported in batches in combination with the corresponding preset case import template, thereby improving the import efficiency.
[0069] Specifically, case information of multiple cases in the target project to be imported is obtained. The case is a claim-related case. A corresponding preset case import template is determined according to the target project. Each case information is imported into the preset case import template to generate the pending review information corresponding to the target project. In response to receiving the user's review approval information for the pending review information, a corresponding target claim case is generated according to the pending review information.
[0070] The case batch processing method of the present application has a preset case import template. When the case information of multiple cases in the target project to be imported is obtained, the corresponding preset case import template is determined according to the target project, and each case information is imported into the preset case import template to generate the pending review information corresponding to the target project. At the same time, the user reviews the pending review information, and after the review is passed, the corresponding target claim case is generated according to the pending review information. Compared with the manual processing method, the processing efficiency of large-scale import / entry of case information is improved.
[0071] Based on the above creative findings, the inventor proposed the technical solution of the present application.
[0072] The following is an introduction to the application scenarios of the case batch processing method provided in the embodiment of the present application. Figure 1 As shown, 1 is a first electronic device, and 2 is a second electronic device. The first electronic device 1 can be a user terminal, an electronic device related to a claims settlement system, etc. The second electronic device 2 can be a user terminal, an Internet platform device, an insurance system device, etc.
[0073] Exemplarily, when the first electronic device 1 performs batch processing of cases, the specific steps are as follows:
[0074] ① The second electronic device 2 sends a project import request to the first electronic device 1.
[0075] The first electronic device 1 performs the following process:
[0076] ② Obtain case information of multiple cases in the target project to be imported, which are claims-related cases.
[0077] ③ Determine the corresponding preset case import template based on the target project.
[0078] ④Import each case information into the preset case import template to generate the pending review information corresponding to the target project.
[0079] ⑤ In response to receiving the user's approval information on the information to be reviewed, generate a corresponding target claim case based on the information to be reviewed.
[0080] Optionally, the processing results may also be displayed to the user so that the user is aware of the progress of the batch processing of cases and the corresponding results.
[0081] The embodiments of the present application are introduced below in conjunction with the drawings in the specification.
[0082] Figure 2 A flowchart of a case batch processing method provided in an embodiment of the present application is shown in FIG. Figure 2 As shown, the execution subject in this embodiment is a case batch processing device, which can be integrated into an electronic device, such as related electronic devices of a claims system. The case batch processing method provided in this embodiment includes the following steps:
[0083] Step S101, obtaining case information of multiple cases in the target project to be imported. The cases are cases related to claims.
[0084] In this embodiment, the cases in the target project are claims-related cases, such as group cases, co-insurance cases, economic business concentrated claims cases, major disaster models, etc. Case information includes the following but is not limited to: compensation amount, insurance terms, reasons for the accident, reporting time, claim verification time, case closing time, etc. The data format of the case information can be JSON (JavaScript Object Notation), XML (full name: Extensible Markup Language, Chinese: Extensible Markup Language), etc.
[0085] In this embodiment, the acquisition method can be obtained from other relevant electronic devices, or it can be obtained based on a case import request sent by a user terminal or a claims-related electronic device.
[0086] Step S102, determining a corresponding preset case import template according to the target project.
[0087] In this embodiment, project parameters such as project name, project scope, etc. can be preset, and at the same time, a case import template corresponding to the target project can be preset. The case import template can adopt an EXCEL table template. The target project and case parameters such as project name, project scope, case type, case directory, etc. can be preset in the EXCEL table template.
[0088] Optionally, in this embodiment, the target project may be a project involving group insurance cases, co-insurance amortization cases, etc., and the target project may involve a large number of cases.
[0089] Optionally, a progress display interface is provided to allow management personnel to view the case batch processing progress and case import status of the case in real time.
[0090] Step S103, import each case information into a preset case import template to generate the to-be-reviewed information corresponding to the target project.
[0091] In this embodiment, the information to be reviewed is new data information generated by importing each case information into a preset case import template. The information to be reviewed is used for further manual review to determine whether there is erroneous information, whether there are security risks, etc.
[0092] Step S104, in response to receiving the user's approval information for the information to be reviewed, generating a corresponding target claim case according to the information to be reviewed.
[0093] In this embodiment, after the user or staff member reviews the information to be reviewed, if the review is passed, the user or staff member can generate the review pass information corresponding to the information to be reviewed by, for example, clicking the preset control for review pass. At this time, since the information to be reviewed has passed the review, the corresponding claim case can be generated based on the information to be reviewed. For example, the information to be reviewed that has passed the review can be directly determined as the target claim case, or the information to be reviewed that has passed the review can be processed such as format conversion to adapt to the claim case, and then the corresponding target claim case can be generated.
[0094] The case batch processing method of this embodiment obtains case information of multiple cases in the target project to be imported. The case is a claim-related case. A corresponding preset case import template is determined according to the target project. Each case information is imported into the preset case import template to generate the pending review information corresponding to the target project. In response to receiving the user's review approval information for the pending review information, a corresponding target claim case is generated according to the pending review information.
[0095] The case batch processing method of the present application has a preset case import template. When the case information of multiple cases in the target project to be imported is obtained, the corresponding preset case import template is determined according to the target project, and each case information is imported into the preset case import template to generate the pending review information corresponding to the target project. At the same time, the user reviews the pending review information, and after the review is passed, the corresponding target claim case is generated according to the pending review information. Compared with the manual processing method, the processing efficiency of large-scale import / entry of case information is improved.
[0096] Figure 3A flowchart of a case batch processing method provided in another embodiment of the present application is shown in FIG. Figure 3 As shown, the case batch processing method provided in this embodiment is a further refinement of the case batch processing method provided in the previous embodiment of the present application. The case batch processing method provided in this embodiment includes the following steps.
[0097] Step S201: receiving an import request sent by a user device or other electronic device related to claims, wherein the import request includes a target project and case information of multiple cases in the target project.
[0098] In this embodiment, other claims-related electronic devices include financial-related equipment in the claims system, internal underwriting systems, other Internet platform equipment, etc.
[0099] Optionally, in this embodiment, before S201, a process related to project declaration may also be included, and the declaration process is used to register and generate a new project, which is as follows:
[0100] Receive a project declaration request sent by a user device or other electronic device related to claims. The project declaration request includes the project identification of the target project and project declaration information. The project declaration information includes the project type and insurance type.
[0101] In response to receiving the application approval information of the user's project application request, the project identification and project application information of the target project are saved in a preset database.
[0102] In this embodiment, when a project application request is received, the project application can be further reviewed by the user / staff. If the project meets the requirements of the batch processing flow, that is, the project is suitable for the batch import flow, the user / staff can generate application approval information corresponding to the project application request through application operations, such as outputting corresponding application instructions, clicking on application controls, etc.
[0103] At this time, by saving the project identification and project application information of the target project in the preset database, it is convenient to subsequently search for the project application information of the target project and the corresponding preset case import template through the project identification.
[0104] Step S202, determine the case information of multiple cases in the import request. The case information includes at least one of the following: compensation amount, insurance terms, cause of accident, reporting time, claim verification time, and case closing time.
[0105] In this embodiment, the compensation amount is the amount of compensation data paid when an accident occurs, the terms and conditions may include information related to the terms and conditions of the insurance, the cause of the accident is the cause of the accident, and the cause may be one of several preset reasons to facilitate the selection of staff, the reporting time is the trigger time corresponding to the target case, the claim approval time is the time after the staff has verified and approved it, and the case closing time is the time when the case is finally closed.
[0106] Step S203: searching a preset case import template corresponding to the project identifier from a preset database according to the project identifier corresponding to the target project. The preset database stores a mapping relationship between the project identifier and the preset case import template.
[0107] In this embodiment, a mapping relationship between a project identifier and a preset case import template is pre-stored in a preset database. Therefore, the corresponding preset case import template can be directly searched based on the project identifier, further improving the efficiency of searching for the preset case import template.
[0108] It should be noted that the default case import template is an EXCEL spreadsheet template.
[0109] Step S204, import each case information into the EXCEL table template to generate corresponding intermediate EXCEL table data.
[0110] In this embodiment, the intermediate EXCEL table data is the intermediate data generated by importing each case information into the EXCEL table template. The intermediate EXCEL table data may have problems such as incomplete data and format problems.
[0111] Optionally, in this embodiment, after the data is imported, the imported data may be cleaned to solve problems that may exist in the above-mentioned intermediate EXCEL table data.
[0112] Optionally, in this embodiment, EasyExcel technology can be used to simplify EXCEL development and enhance system scalability by using its rich annotations and API (Application Program Interface), and to support processing of millions of data by using its asynchronous import and export and streaming read and write features.
[0113] Step S205, using the filling method to complete the incomplete data in the intermediate EXCEL table data.
[0114] In this embodiment, the filling method is used to complete the incomplete data in EXCEL, thereby providing a basis for the subsequent generation of higher quality target claims cases.
[0115] Step S206, converting the format of each column of data in the intermediate EXCEL table data into the same preset format.
[0116] In this embodiment, in case that some columns of data may be in different formats, the corresponding columns of data may be converted into a unified format, such as a date format, a time format, a numerical format, etc. This helps to reduce the difficulty of data parsing and processing.
[0117] Step S207, marking the duplicate data in the intermediate EXCEL table data to generate the to-be-reviewed information corresponding to the target project.
[0118] In this embodiment, duplicate records are identified by comparing key fields (unique identifier of the same case, policy number, accident time, insured person, etc.) and marked for subsequent processing of duplicate data, such as reviewing whether modification is required.
[0119] Step S208, in response to receiving the user's approval information for the information to be reviewed, generating a corresponding target claim case based on the information to be reviewed.
[0120] Optionally, in this embodiment, S208 may be specifically as follows:
[0121] In response to receiving the preliminary review pass information from the user for the information to be reviewed, the information to be reviewed is displayed in a review-related interface.
[0122] In response to receiving the review approval information from the user on the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
[0123] In this embodiment, through the two reviews of preliminary review and re-review, the probability of audit errors can be reduced and the efficiency and quality of the audit can be improved.
[0124] The initial review and the review can be performed by two different staff members, and the review-related interface can also be located in the electronic device of the review staff member. At this time, the information to be reviewed can be output to the electronic device of the review staff member to be displayed in the review-related interface.
[0125] Optionally, in this embodiment, after S208, a workflow engine may be used to perform subsequent claim case processing, as follows:
[0126] The preset workflow engine is used to determine and execute the preset workflow instance corresponding to the target claim case.
[0127] In this embodiment, a workflow engine of a specified type is introduced to establish and execute a workflow instance corresponding to the case when conditions are met.
[0128] A workflow instance is a complete process execution process consisting of multiple process links, which are transferred and executed through predefined sequences and logical relationships. The workflow instance is responsible for managing and controlling the data and information transmission between each process link, as well as the execution process and status of the entire workflow. At the same time, the workflow instance is also created based on the workflow model and executed according to the definition in the workflow model.
[0129] Optionally, for each designated link, when the case enters the designated link, the workflow engine automatically triggers the corresponding task according to the conditions corresponding to the designated link. Tasks may include: fully automated tasks and tasks that require human participation.
[0130] Optionally, the C4.5 algorithm in the decision tree model is used, and its information gain ratio is utilized to support the processing of continuous values. A workflow model is constructed based on the case's insurance policy, case status, case processing time, compensation amount, clause insurance type, cause of accident, reporting time, compensation approval time, case closing time, special agreements, investigation, data collection, and intelligent classification results. The workflow model determines whether the case should go to a certain node of reporting-dispatching-case processing-compensation-case closing, and prompts which tasks must be manually intervened and which tasks can be automatically generated and processed according to the corresponding nodes.
[0131] In order to further illustrate the case batch processing method of this embodiment in detail, it will be further explained in combination with specific applications.
[0132] For the processing of dispersed insurance claims and concentrated claims cases of the same type and clear responsibilities in group policies where the premiums have been paid, a corresponding factory channel is specially set up. This factory channel is used to perform separate project registration, batch import and other processes for each project. This factory channel can independently and flexibly configure one element or a combination of multiple elements to screen duplicate cases according to the characteristics of the project for risk pre-positioning, and solve the difficulties of entering case information in large quantities on the basis of risk pre-positioning. It is mainly applicable to group policy cases, co-insurance amortization cases, concentrated claims cases for economic business, major disaster models, etc.
[0133] The following is a detailed description of the factory channel from the process perspective:
[0134] The overall process used by the factory channel includes: Step 1, factory channel project setting → Step 2, factory channel project declaration → Step 3 (1) batch import / Step 3 (2) batch entry.
[0135] The following is an analysis of each step:
[0136] Step 1: Factory Channel Project Setup:
[0137] Among them, the setting types include "project name maintenance", "factory channel import access setting", "spread compensation without hiring a third-party agency setting", "total factory channel setting" and other aspects. Among them, "project name maintenance" is used to add a new project name and configure the insurance types and institutions involved in the project. "Factory channel import access setting" is used to configure the insurance types and projects that are allowed to use the factory channel, which belongs to the sub-factory channel usage switch. "Spread compensation without hiring a third-party agency setting" is used for factory channel cases that have cost calculation sheets but do not involve hiring a third-party agency. After configuration, the cost calculation sheet can be paid normally without hiring a third-party agency. "Total factory channel setting" is used to control the sub-factory channel usage rights and automatic claims settlement rights.
[0138] The setting process of each factory channel project is as follows:
[0139] Project name maintenance process:
[0140] Added new factory project - Save (save project name data in the database).
[0141] Factory channel import mode access setting process:
[0142] Whether to allow the setting of amortization items - Whether to allow the setting of general items - Save (save the factory channel import mode access setting data in the database).
[0143] The process of setting up compensation without hiring a third-party agency is as follows:
[0144] Query the approved compensation items - select the corresponding items - save (the factory channel compensation exemption from hiring a third-party agency setting data is saved in the database).
[0145] Total factory channel setting process:
[0146] Organization query (query the organization name and related data that meet the requirements) - Factory channel setting - send the factory channel setting data to the sub-device (such as the control equipment of the branch company), and the sub-device will perform corresponding processing according to the factory channel setting data.
[0147] Step 2, Factory Channel Project Application:
[0148] Enter the public information of the project in this step. Once it is reviewed, it will be convenient for entry in the subsequent step 3 or for batch import in step 4.
[0149] The application process is as follows:
[0150] Project declaration processing (obtaining project name data and other relevant data from other claims-related equipment).
[0151] Enter the project application information.
[0152] Submit the information to the preliminary review office.
[0153] If the review is passed, the next step will be determined based on the nature of the project.
[0154] If the nature of the project is a compensation project, the public information of the project is obtained and saved in the database.
[0155] If the project is a regular project, the project data will be sent to the review office for further review. If the further review result is passed, the project public information will be saved.
[0156] Step 3, Batch import (1):
[0157] Among them, factory channel batch import means that after the project is reviewed and approved, the project EXCEL template is downloaded, and the case data is maintained in EXCEL. The staff will conduct preliminary review and re-review. After passing, a specific claim case will be generated and automatically submitted to the claims processor. If automatic claims are configured, the automatic claims will be passed and the case will be closed.
[0158] The specific process is as follows:
[0159] Select a project name.
[0160] Download the corresponding template sheet.
[0161] Use template tables to enter case data.
[0162] The data to be reviewed generated by the input data will be sent to the preliminary review for examination.
[0163] If the result of the initial review is passed, it will be further submitted to the review for re-examination. If the result of the initial review is not passed, it will be returned to the process of downloading the corresponding template table.
[0164] If the review result is passed, the corresponding claim process will be generated and the subsequent claim process will be processed. If the review result is not passed, the process will be returned to the initial review process for another initial review.
[0165] During the batch import process, the template table uses EasyExcel technology, which uses its rich annotations and API to simplify EXCEL development and enhance the scalability of the system. It uses its asynchronous import and export and streaming read and write features to support millions of data processing.
[0166] After the data is imported, the system cleans the imported data. The filling method is used to complete the incomplete data in EXCEL. For some columns of data that may have different formats, the system converts the corresponding column data into a unified format, such as date format, time format, numerical format, etc. This helps to reduce the difficulty of data parsing and processing. Then, by comparing key fields (unique identifier of the same case, policy number, accident time, insured person, etc.), duplicate records are identified and marked for subsequent processing.
[0167] Step 4, Batch Entry (2):
[0168] Factory channel batch entry means that after the project is approved, public information is batched out on a single page, and information is supplemented case by case. After submission, specific claims cases are directly generated and automatically submitted to the claims processor. If automatic claims are configured, the automatic claims are passed and the case is closed. The process is as follows:
[0169] After the factory channel import / entry case is reviewed and approved, the system uses the workflow engine to process the entire process of the case:
[0170] Introduce a workflow engine of a specified type, and when the conditions are met, create and execute a workflow instance corresponding to the case.
[0171] A workflow instance is a complete process execution process consisting of multiple process links, which are transferred and executed through predefined sequences and logical relationships. The workflow instance is responsible for managing and controlling the data and information transmission between each process link, as well as the execution process and status of the entire workflow. At the same time, the workflow instance is also created based on the workflow model and executed according to the definition in the workflow model.
[0172] Specifically, for each designated link, this application designs the following process: When a case enters a designated link, the workflow engine automatically triggers the corresponding task according to the conditions corresponding to the designated link. Tasks may include: fully automated tasks and tasks that require human participation.
[0173] Specifically, the C4.5 algorithm in the decision tree model is used, and its information gain ratio is utilized to support the processing of continuous values. A workflow model is constructed based on the case's insurance policy, case status, case processing time, compensation amount, clause insurance type, cause of accident, reporting time, compensation approval time, case closing time, special agreements, investigation, data collection, and intelligent classification results. The workflow model determines which node the case should go to: reporting-dispatching-case processing-compensation-case closing, and prompts which tasks must be manually intervened and which tasks can be automatically generated and processed according to the corresponding nodes.
[0174] In addition, it supports factory channel statistical data. Through the "Capacity Statistics Report", you can query data such as the number of projects, imported / entered batches, case amounts, and case quantities.
[0175] The case batch processing method of this embodiment can quickly match the corresponding project template, and can avoid the disadvantages of slow import rate and slow processing rate of large-scale import / entry of case information. At the same time, the efficiency of case information import can be improved by batch import, and the efficiency of case information entry can be improved by loading project public information separately.
[0176] Figure 4 The schematic diagram of the structure of the case batch processing device provided in this application is as follows: Figure 4 As shown, in this embodiment, the case batch processing device 300 includes:
[0177] The acquisition module 301 is used to acquire case information of multiple cases in the target project to be imported. The cases are cases related to claim settlement.
[0178] The determination module 302 is used to determine the corresponding preset case import template according to the target project.
[0179] The import module 303 is used to import each case information into a preset case import template to generate the to-be-reviewed information corresponding to the target project.
[0180] The generation module 304 is used to generate a corresponding target claim case according to the information to be reviewed in response to receiving the review approval information from the user.
[0181] The case batch processing device provided in this embodiment can execute Figure 2 The technical solution of the method embodiment shown in the figure has the same implementation principle and technical effect as Figure 2 The method embodiments shown are similar and will not be described in detail here.
[0182] The case batch processing device provided in the present application is further refined on the basis of the case batch processing device provided in the previous embodiment, and the case batch processing device 300 includes:
[0183] Optionally, in this embodiment, the acquisition module 301 is specifically used for:
[0184] Receive an import request sent by a user device or other electronic device related to claims. The import request includes a target project and case information of multiple cases in the target project. Determine the case information of multiple cases in the import request. The case information includes at least one of the following: compensation amount, insurance clause, cause of accident, reporting time, claim verification time, and case closing time.
[0185] Optionally, in this embodiment, the determining module 302 is specifically configured to:
[0186] According to the project identifier corresponding to the target project, a preset case import template corresponding to the project identifier is searched from a preset database. The preset database stores a mapping relationship between the project identifier and the preset case import template.
[0187] Optionally, in this embodiment, the preset case import template is an EXCEL table template.
[0188] The import module 303 is specifically used for:
[0189] Import each case information into the EXCEL table template to generate the corresponding intermediate EXCEL table data. Use the filling method to complete the incomplete data in the intermediate EXCEL table data. Convert the format of each column of the intermediate EXCEL table data to the same preset format. Mark the duplicate data in the intermediate EXCEL table data to generate the corresponding information to be reviewed for the target project.
[0190] Optionally, in this embodiment, the generating module 304 is specifically used for:
[0191] In response to receiving the information that the user has passed the initial review of the information to be reviewed, the information to be reviewed is displayed in the review-related interface. In response to receiving the information that the user has passed the review of the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
[0192] Optionally, in this embodiment, the case batch processing device 300 further includes:
[0193] The declaration module is used to receive a project declaration request sent by a user device or other electronic device related to claims. The project declaration request includes a project identification and project declaration information of the target project. The project declaration information includes the project type and the type of insurance. In response to receiving the declaration approval information of the user for the project declaration request, the project identification and project declaration information of the target project are saved in a preset database.
[0194] Optionally, in this embodiment, the case batch processing device 300 further includes:
[0195] The execution module is used to use the preset workflow engine to determine and execute the preset workflow instance corresponding to the target claim case.
[0196] The case batch processing device provided in this embodiment can execute Figure 2-Figure 3 The technical solution of the method embodiment shown in the figure has the same implementation principle and technical effect as Figure 2-Figure 3 The method embodiments shown are similar and will not be described in detail here.
[0197] According to an embodiment of the present application, the present application also provides an electronic device, a computer-readable storage medium and a computer program product.
[0198] like Figure 5 As shown, Figure 5 is a schematic diagram of the structure of the electronic device provided by the present application. The electronic device is intended for various forms of digital computers, such as laptop computers, desktop computers, workbenches, personal digital assistants, blade servers, mainframe computers, and other suitable computers. The components shown herein, their connections and relationships, and their functions are merely examples and are not intended to limit the implementation of the present application described and / or required herein.
[0199] like Figure 5 As shown, the electronic device includes: a processor 401 and a memory 402. The various components are connected to each other using different buses and can be installed on a common mainboard or in other ways as needed. The processor can process instructions executed in the electronic device. The electronic device can also include a transceiver, which is used to send and receive data.
[0200] The memory 402 is a non-transitory computer-readable storage medium provided in the present application. The memory stores instructions executable by at least one processor to enable at least one processor to execute the case batch processing method provided in the present application. The non-transitory computer-readable storage medium of the present application stores computer instructions, which are used to enable a computer to execute the case batch processing method provided in the present application.
[0201] The memory 402 is a non-transient computer-readable storage medium that can be used to store non-transient software programs, non-transient computer executable programs and modules, such as program instructions / modules corresponding to the case batch processing method in the embodiment of the present application (for example, the attached Figure 4 The processor 401 executes various functional applications and data processing of the electronic device by running the non-transient software programs, instructions and modules stored in the memory 402, that is, the case batch processing method in the above method embodiment is implemented.
[0202] This embodiment also provides a computer-readable storage medium. When the instructions in the computer-readable storage medium are executed by a processor of an electronic device, the electronic device can execute the case batch processing method of the above embodiment.
[0203] At the same time, this embodiment also provides a computer product. When the instructions in the computer product are executed by the processor of an electronic device, the electronic device can execute the case batch processing method of the above embodiment.
[0204] Those skilled in the art will readily come up with other implementations of the embodiments of the present application after considering the specification and practicing the invention disclosed herein. The present application is intended to cover any modifications, uses or adaptations of the embodiments of the present application, which follow the general principles of the embodiments of the present application and include common knowledge or customary technical means in the art that are not disclosed in the embodiments of the present application.
[0205] It should be understood that the embodiments of the present application are not limited to the precise structures described above and shown in the drawings, and various modifications and changes can be made without departing from the scope thereof. The scope of the embodiments of the present application is limited only by the appended claims.
Claims
1. A case batch processing method, characterized in that: include: Obtain case information of multiple cases in the target project to be imported; The cases in question are claims-related cases; Determine a corresponding preset case import template according to the target project; Importing each case information into the preset case import template to generate the pending review information corresponding to the target project; In response to receiving the user's approval information on the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
2. The method according to claim 1, characterized in that The obtaining of case information of multiple cases in the target project to be imported includes: Receiving an import request sent by a user device or other claims-related electronic device; the import request includes a target project and case information of multiple cases in the target project; Determine the case information of multiple cases in the import request; the case information includes at least one of the following: compensation amount, insurance clause, cause of accident, reporting time, compensation approval time, and case closing time.
3. The method according to claim 1, characterized in that Determining a corresponding preset case import template according to the target project includes: According to the project identifier corresponding to the target project, a preset case import template corresponding to the project identifier is searched from a preset database; the preset database stores a mapping relationship between the project identifier and the preset case import template.
4. The method according to claim 1, characterized in that: The preset case import template is an EXCEL table template; The step of importing each case information into the preset case import template to generate the to-be-reviewed information corresponding to the target project includes: Import the case information into the EXCEL table template to generate corresponding intermediate EXCEL table data; Use the filling method to complete the incomplete data in the intermediate EXCEL table data; Convert the data format of each column in the intermediate EXCEL table data to the same preset format; Duplicate data in the intermediate EXCEL table data is marked to generate the information to be reviewed corresponding to the target project.
5. The method according to claim 4, characterized in that In response to receiving the user's approval information of the information to be reviewed, generating a corresponding target claim case according to the information to be reviewed, including: In response to receiving the information from the user that the information to be reviewed has passed the preliminary review, the information to be reviewed is displayed in a review-related interface; In response to receiving the review approval information from the user on the information to be reviewed, a corresponding target claim case is generated according to the information to be reviewed.
6. The method according to claim 1, characterized in that Before obtaining case information of multiple cases in the target project to be imported, the method further includes: Receiving a project declaration request sent by a user device or other electronic device related to claims settlement; the project declaration request includes a project identifier of a target project and project declaration information; the project declaration information includes a project type and a type of insurance; In response to receiving the application approval information of the user's project application request, the project identification and project application information of the target project are saved in a preset database.
7. The method according to any one of claims 1 to 6, characterized in that: After the response to receiving the user's approval information of the information to be reviewed and generating a corresponding target claim case according to the information to be reviewed, the method further includes: The preset workflow engine is used to determine and execute the preset workflow instance corresponding to the target claim case.
8. A case batch processing device, characterized in that: include: An acquisition module, used to acquire case information of multiple cases in a target project to be imported; The cases in question are claims-related cases; A determination module, used to determine a corresponding preset case import template according to the target project; An import module, used to import each case information into the preset case import template to generate the pending review information corresponding to the target project; A generation module is used to generate a corresponding target claim case according to the information to be reviewed in response to receiving the user's review approval information for the information to be reviewed.
9. An electronic device, characterized in that: include: Memory and processor; The memory stores computer-executable instructions; The processor executes the computer-executable instructions stored in the memory to implement the case batch processing method as described in any one of claims 1 to 7.
10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores computer-executable instructions, which, when executed by a processor, are used to implement the case batch processing method as described in any one of claims 1 to 7.
11. A computer program product, comprising a computer program, characterized in that When the computer program is executed by a processor, the case batch processing method as described in any one of claims 1 to 7 is implemented.